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Free guide

The Direct Primary Care launch checklist.

Everything it takes to go from idea to open doors, in 25 steps across six phases. Check items off as you go — your progress saves in your browser.

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01

Set your foundation

Form your business entity (LLC or PC) and get an EIN
Open business banking and bookkeeping
Secure malpractice insurance suited to membership medicine
Confirm your state medical license and DEA registration
Review your state's rules on retainer/membership medicine

02

Choose your model & space

Decide on a model: brick-and-mortar, home-based, or mobile
Secure a location or lease (or set up your home/mobile setup)
Buy core clinical equipment and basic point-of-care supplies
Set up wholesale labs, imaging partners, and a dispensing pharmacy account

03

Set up your tech stack

Choose a DPC-friendly EHR
Set up scheduling and a patient portal
Set up membership billing and recurring payments
Set up a business phone, fax, and HIPAA-compliant messaging

04

Build your brand & website

Name your practice and secure the domain
Create a logo and brand identity
Launch a website with online enrollment
Create and verify your Google Business Profile

05

Set your pricing

Set your membership tiers and family pricing
Write your membership agreement and terms
Decide what's included — visits, labs, procedures, messaging

06

Launch & fill your panel

Build local SEO and claim your directory listings
Start publishing content that answers patient questions
Reach out to your network and nearby employers
Collect reviews from happy members
Track enrollment toward your break-even and target panel

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